China Tower: How Far Could It Fall If China Unicom and China Telecom Merge?
We recently discussed the benefits of a merger of China Unicom (762 HK) and China Telecom (728 HK). Assuming a network merger, we suggest the NPV...
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China Telecom/Unicom Merger Opportunity to Large to Ignore? We See $50bn+ Synergy Value (Or More)
Recent reports suggested that China is considering a merger of China Unicom (762 HK) and China Telecom (728 HK), revisiting a long rumored tie-up....
367 Views
Last Week in GER Research: Meituan, Nio, Haidilao, Shandong Gold, China Renais., X Financial and PDD
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we dig into the economics of Mobike as it relates...
372 Views
Haidilao (6862 HK) IPO: Know When to Say No
Haidilao (6862 HK) announced the price range on Monday morning, coming to market at $10 - $12b through the range. The nearly $1b dollar range is...
868 Views
Last Week in GER Research: Meituan, China Tower, Haidilao, Qutoutiao, Hua Med., Chunlai, and Cootek
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we assess Meituan's latest results ahead of its...
328 Views